The holidays are right around the corner, so we wanted to address the topic of holiday spending. It can be very easy to overspend during the final couple of months of the year, and we have a few strategies that can be used to prevent this. If you have not read our...
We believe one of the common mistakes we see among our clients is when they decide to open a joint bank account between parents and children. Two potential instances in which parents and children share bank accounts are when a parent wants to monitor a young adult’s...
After Tariff Anxiety in October, Will November Continue the Rally? In both September and October, the S&P 500 saw some minor drops, but when the dust settled, it wasn’t a particularly scary time (source). Fed Cuts Rates Again Amid Shutdown Delays The...
You’ve done the hard part: you’re saving, you’re investing, and you’re building wealth. But there’s a sneaky, often overlooked cost in your portfolio that quietly eats away at your returns year after year. It’s called the expense ratio, and understanding it is one of...
We previously discussed the difference between Fundamental and Technical analysis in our blog post on Fundamental Analysis. This blog will focus on a specific subset of analysis – overbought vs oversold. In general, the idea is that the market may go through cyclical...
In our last update, we mentioned that we have financial planning software that helps us determine how much you should potentially convert from IRA to Roth IRA accounts each year. If you’re interested in converting an IRA to a Roth IRA, now is a good time to get the...
